We’ve all been there — spending more time updating CRMs, sending follow-up emails, and organizing data than actually selling. The grind of repetitive tasks can drain your energy and eat up hours you’d rather spend closing deals.
But here’s the good news: automation tools can do the heavy lifting for you, taking care of the busywork so you can focus on what you do best.
While software like HubSpot and Outreach have been go-to options, there’s a new wave of next-gen tools that’s ready to shake things up. These platforms aren’t just about saving time — they’re designed to give you an edge by streamlining your workflow and supercharging your sales process.
Let’s take a look at some of the best sales automation tools out there (beyond the usual suspects) that can help you crush your sales goals for the years to come.
We might be biased, but bear with us as we kick off this list with our own product — an exciting addition to the core platform, Flowla AutoPilot.
AutoPilot is a powerful workflow automation tool built on top of Flowla, designed to streamline tedious, repetitive tasks across your sales and operational processes. It allows you to create custom workflows triggered by key events like deal status changes, flow completions, or form submissions. With a variety of actions such as updating CRM data, sending emails, or creating flows, AutoPilot automates complex tasks with ease.
Each workflow consists of a trigger followed by multiple actions, similar to Zapier’s “zaps.” The flexibility of AutoPilot allows teams to automate almost any process by chaining together the right actions in the right order. Although we currently provide custom workflows for users, the tool is evolving toward a fully customizable platform.
For example, you can automatically move a HubSpot deal to a new stage when a Flowla task is completed, without any manual input. AutoPilot is designed to save time, reduce errors, and let teams focus on what matters most by automating workflows intelligently.
Finding quality leads and getting your foot in the door can be one of the toughest parts of the sales process. But with the right tools, you can take the guesswork out of prospecting and focus on engaging the right people at the right time. But let’s not waste our time on the tools we all know and use — like Outreach, ZoomInfo, or Apollo. Here are some new and noteworthy tools you should try.
Clay is a powerhouse for outbound sales teams, enabling personalized outreach at scale with advanced data enrichment. By consolidating 75+ data providers, Clay automates lead research, offering unmatched data coverage for building and enriching lead lists. Its AI-powered agent handles manual tasks like gathering firmographics and crafting personalized outreach, so sales teams can focus on closing deals. Whether syncing leads from your CRM or prospecting from scratch, Clay streamlines the entire process, helping teams triple their enrichment rate and scale outreach with precision.
Common Room is a customer intelligence platform that captures and unifies buying signals from multiple channels, including product, CRM, and social media. It uses AI enrichment and automation to help teams reach the right person with the right context, driving faster pipeline generation and increasing revenue. With comprehensive integrations and tools like Person360™ and RoomieAI™, it streamlines go-to-market efforts across sales, marketing, and customer success.
Unify is an all-in-one outbound sales platform that helps businesses generate more pipeline by leveraging buyer intent and automating personalized outreach. With integrations like HubSpot, Salesforce, 6sense, and Clearbit, Unify allows teams to streamline prospecting, manage contacts, and trigger personalized email sequences based on real-time intent signals. Trusted by high-growth companies, Unify enables sales teams to close 25% more deals with half the effort.
A relatively new category of automation tools, AI sales assistants are designed to improve efficiency by managing routine, repetitive processes and provide insights that help tailor your sales strategies. By handling the time-consuming aspects of sales, these assistants enable your team to focus on meaningful interactions and build stronger relationships with prospects.
Artisan is an all-in-one, AI-powered platform designed to revolutionize outbound sales. With its AI BDR, Ava, Artisan automates up to 80% of the outbound workflow, from finding and enriching leads to crafting and sending hyper-personalized emails. The platform integrates extensive B2B data and advanced email playbooks to streamline and enhance every step of your sales outreach, allowing your team to focus on higher-value tasks.
Bella is the world’s first AI sales agent designed specifically for LinkedIn. It automates key aspects of your outbound strategy, including prospect research, LinkedIn and email outreach, reply management, and meeting scheduling. Leveraging advanced AI models like OpenAI, Gemini, and Anthropic, Bella personalizes every interaction based on in-depth research, ensuring high engagement and connection rates.
Jason AI is Reply.io’s AI SDR that automates your sales outreach, handling everything from prospect discovery to meeting scheduling. Define your target audience and let Jason create personalized sequences and manage responses on autopilot. Unlike other AI agents that often focus on just one aspect of sales outreach, Jason streamlines the entire process, from defining ideal customer profiles to booking meetings, and handles responses with contextual understanding, significantly enhancing efficiency and engagement.
Unlike other AI assistant tools, Relevance AI builds and deploys entire AI teams to handle tasks across various functions — sales, support, marketing, and more — without increasing headcount. With no coding required, you can quickly set up and customize AI agents to integrate seamlessly with your existing tech stack, manage responses, and personalize outreach efficiently.
OpTonal integrates with your CRM and automates updates based on your sales calls, allowing reps to manage pre- and post-meeting tasks directly in Slack. It streamlines CRM updates by delivering detailed insights after each call, synced seamlessly with your CRM for easy updates. OpTonal enhances team visibility and saves time by automating administrative tasks, letting your team focus on closing deals faster and more efficiently.
Imagine a world where your CRM doesn’t just store data (and eats up hours of your time to stay up to date) but actively works to make your life easier. That’s the promise of automation-heavy, AI-first CRM tools. These smart solutions are here to handle the repetitive, time-consuming tasks so your team can spend more time connecting with customers and driving sales.
Attio streamlines your go-to-market strategies with advanced workflow automation. Its intuitive interface allows you to set up custom triggers and actions, automating sales and operational tasks effortlessly. Leveraging AI, Attio handles complex data and provides actionable insights, while integrations with tools like Slack and Outreach ensure seamless execution. Quick-start templates make it easy to implement effective workflows right away.
Day.ai is an AI-native CRM designed to simplify and enhance customer relationship management. It automatically captures and organizes interactions, eliminating the need for manual data entry. With features like automatic meeting notes, seamless pipeline updates, and AI-driven insights, Day.ai helps you stay connected with customers and streamline workflows. The system adapts to your needs, ensuring every detail is managed effortlessly and providing a unified view of customer relationships.
Capsule CRM streamlines operations with powerful workflow automation. Customize workflows to automate sales pipeline management, from deal progression to task assignments, and simplify project management tasks like client onboarding. These automations integrate smoothly with your existing tools, reducing manual work and improving team efficiency.
As powerful as a CRM can be, there are situations where you could really use some extra help. This is where CRM add-ons some in handy. Here are some of the plug-and-play software tools to automate processes on top of your CRM.
WINN.AI takes the hassle out of sales by automating note-taking, CRM updates, and follow-up emails, allowing you to focus on your customers. It joins your virtual meetings to capture and manage data in real-time, streamlining your sales process with automated insights and playbook tracking.
Triggr delivers real-time notifications and predictive insights to enhance your sales team's efficiency. By monitoring web activity for key events like technology installs, job posts, and fundraising announcements, Triggr helps identify and act on high-potential opportunities. With tools for building prospecting lists, accessing detailed company data, and integrating leads directly into your CRM, Triggr ensures you stay ahead in your sales efforts.
Sybill transforms sales productivity by automating CRM updates, follow-up emails, and meeting summaries. With its advanced AI, Sybill crafts precise deal summaries, generates personalized follow-up emails in minutes, and keeps your CRM up-to-date without manual input. Sybill’s unique sales-focused AI delivers accurate, actionable insights while integrating seamlessly into your workflow, saving time and boosting your team’s efficiency.
Acquired by Salesforce back in 2022, Troops supercharges your CRM experience with intelligent alerts, insights, and inline editing. It transforms your revenue operations by breaking the cycle of reactivity, helping you align your team with your revenue strategy, and driving productivity. Capture cleaner data, unlock visibility, and expedite alignment—all within the platforms you already use.
Sellestial promises to automate your HubSpot sales pipeline management, making deal tracking effortless. By integrating with tools like Gmail, LinkedIn, and Zoom, it eliminates manual CRM updates, organizes tasks, and ensures timely follow-ups with AI-driven reminders.
Aside from the CRM tasks, there are so much more workflows and activities that can (and should) be automated. Luckily, you can use dedicated tools to do that. These are often referred to as salesforce or workflow automation tools and fall into a separate category. Here are some of our top picks.
Lindy lets you create AI automations effortlessly, helping you streamline tasks across your sales operations, but also customer support, HR, and more. With 3,000+ integrations, Lindy automates workflows and operates based on natural language instructions. Whether you build your own AI employees or choose pre-made ones from the Lindy Store, they work 24/7, following your rules and adapting to any situation.
Cargo enables you to build AI workflows that streamline your go-to-market operations from a single hub. It helps you aggregate, enrich, and sync golden records to your CRM at the right time, cutting outbound admin time in half. With seamless integrations across 50+ tools like Salesforce, Slack, and HubSpot, Cargo empowers sales, marketing, and RevOps teams to focus on what truly matters.
Default is an all-in-one platform designed to streamline lead conversion, automate workflows, and reduce manual tasks for fast-growing B2B teams. By automating lead routing, scheduling, and qualification, Default helps teams improve speed-to-lead and convert more inbound pipeline. With pre-built integrations and customizable templates, RevOps leaders use Default to eliminate tech bloat, save time, and boost productivity across the sales funnel.
Lantern unifies customer, prospect, and intent data into a single platform, empowering B2B teams to close deals faster and more efficiently. By integrating with over 50 tools and leveraging AI-driven insights, Lantern streamlines workflows, automates data capture, and personalizes outreach at scale. Features like Champion Chaser and Intent Chaser help teams engage high-potential leads while the platform’s real-time data updates keep your CRM accurate.
Respell allows teams to build and automate powerful AI-driven workflows without any coding. By leveraging AI models from OpenAI, Anthropic, and Cohere, Respell automates tasks like lead generation, email personalization, and data analysis across platforms like Gmail, Slack, and Salesforce. With its no-code builder, bulk run capabilities, and API integration, Respell enables businesses to streamline operations, save time, and focus on strategic tasks.
Zapier and Make.com might be the go-to platforms for no-code integration and cross-platform automation, but there are more solutions to explore if you’re on a search for a more. Here are some of the up and coming options you should be aware of.
n8n is a powerful, AI-native workflow automation platform designed for technical teams to automate multi-step processes and integrate with over 400 tools. With a flexible, no-code interface for quick building and coding options when needed, n8n allows you to create autonomous agents, interact with your own data, and scale operations seamlessly.
Coefficient connects Google Sheets and Excel to 60+ business systems, offering real-time syncing, data refreshes, and automatic alerts. It allows teams to import data in seconds, build live pivot tables, and automate updates across platforms like Salesforce, HubSpot, and SQL. With pre-built templates and two-way syncing, Coefficient enables faster, error-free reporting and data management, helping teams save time and streamline workflows — all without leaving their spreadsheets.
Relay.app simplifies automation for teams, offering intuitive workflows that combine AI-powered actions with manual input when needed. With deep integrations across popular apps like Slack, HubSpot, Google Sheets, and more, Relay allows you to build complex workflows without the need for programming expertise. Its standout feature, Human-in-the-Loop, ensures flexibility by adding checkpoints for approvals and data inputs, making it perfect for processes that require human oversight.
Automation tools are revolutionizing how we work, making everyday tasks more efficient and freeing up time for more strategic activities. Whether you're looking to streamline your CRM processes, automate routine communications, or manage complex workflows, there's a tool out there to help.
The future of work is here, and it’s automated. Dive in and see how these tools can make a difference for you.
Ensure timely & accurate playbook execution, follow up with clients, sync everything to your CRM, provide weekly AI summaries, and more with Flowla AutoPilot
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